Purchases and Sales Made in Q2 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-347- 6.16% |
$81.5K - $86.4K
|
5.28K
$1.41M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-349- 9.57% |
$82K - $86.9K
|
3.3K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-354- 0.69% |
$83.2K - $88.1K
|
50.6K
$13.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-359- 6.5% |
$84.4K - $89.4K
|
5.16K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-360- 4.32% |
$84.6K - $89.6K
|
7.97K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-363- 21.39% |
$85.3K - $90.4K
|
1.33K
$356K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-369- 16.8% |
$86.7K - $91.9K
|
1.83K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-370- 1.58% |
$86.9K - $92.1K
|
23.1K
$6.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-370- 6.31% |
$86.9K - $92.1K
|
5.49K
$1.46M
|
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-376- 0.46% |
$88.4K - $93.6K
|
82.2K
$21.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-382- 4.64% |
$89.8K - $95.1K
|
7.85K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-385- 3.82% |
$90.5K - $95.9K
|
9.7K
$2.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-387- 5.32% |
$90.9K - $96.4K
|
6.89K
$1.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-393- 17.92% |
$92.4K - $97.8K
|
1.8K
$480K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-393- 5.05% |
$92.4K - $97.8K
|
7.39K
$1.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-399- 2.21% |
$93.8K - $99.3K
|
17.7K
$4.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-400- 4.4% |
$94K - $99.6K
|
8.7K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-404- 17.67% |
$94.9K - $101K
|
1.88K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-405- 2.42% |
$95.2K - $101K
|
16.4K
$4.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-408- 0.47% |
$95.9K - $102K
|
85.7K
$22.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-409- 2.62% |
$96.1K - $102K
|
15.2K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-409- 8.44% |
$96.1K - $102K
|
4.44K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-410- 7.45% |
$96.3K - $102K
|
5.1K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-411- 3.09% |
$96.6K - $102K
|
12.9K
$3.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-416- 5.27% |
$97.8K - $104K
|
7.48K
$2M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-422- 4.31% |
$99.2K - $105K
|
9.37K
$2.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-425- 13.89% |
$99.9K - $106K
|
2.63K
$703K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-437- 3.43% |
$103K - $109K
|
12.3K
$3.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-443- 4.8% |
$104K - $110K
|
8.78K
$2.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-446- 1.11% |
$105K - $111K
|
39.7K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-449- 6.65% |
$106K - $112K
|
6.3K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-452- 1.37% |
$106K - $113K
|
32.6K
$8.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-453- 6.82% |
$106K - $113K
|
6.19K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-454- 5.98% |
$107K - $113K
|
7.14K
$1.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-456- 25.07% |
$107K - $114K
|
1.36K
$364K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-461- 0.52% |
$108K - $115K
|
88.8K
$23.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-464- 15.02% |
$109K - $116K
|
2.63K
$700K
|
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-469- 0.88% |
$110K - $117K
|
52.8K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-475- 1.79% |
$112K - $118K
|
26K
$6.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-478- 3.32% |
$112K - $119K
|
13.9K
$3.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-480- 24.72% |
$113K - $120K
|
1.46K
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-484- 1.91% |
$114K - $121K
|
24.8K
$6.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-484- 1.16% |
$114K - $121K
|
41.3K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-490- 2.75% |
$115K - $122K
|
17.3K
$4.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-496- 16.37% |
$117K - $123K
|
2.53K
$676K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-496- 2.34% |
$117K - $123K
|
20.7K
$5.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-500- 4.98% |
$117K - $124K
|
9.54K
$2.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-500- 3.79% |
$117K - $124K
|
12.7K
$3.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-503- 1.76% |
$118K - $125K
|
28.1K
$7.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-504- 2.49% |
$118K - $125K
|
19.7K
$5.26M
|